How does your organization create monthly progress reports for Annual Fund

Lanetta Gilder

Would anyone mind sharing how your organization generates a monthly progress report for the annual fund? Looking for an better way to create the report without having to manually manipulate data based on information on the the gift reference.

The report I inherited they use a variety of Gift Summary reports. For gifts that were given via a Foundation or Corporation, they create an "extra field" on the export to indicate if the gift is for a parent, alumni, staff, ect. The problem that I see with manipulating data this way is if the record has multiple constituent codes. This is an easy way to have human error in the reporting. I was told that the reason why they want to do it this way is to capture soft credits. One would think that the soft credit would appear on the donor's record when choosing include soft credits in the report.

Thanks in advance for the feedback! This working from home has created the needed time to thoroughly look at things! ?